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Infusionsoft Cleanup Challenge

Cleanup Your Infusionsoft Campaigns

By Jason Ziegler on Wednesday, January 1008, 2018

in Infusionsoft Cleanup Challenge No Comments

Are you having a hard time finding what you need in the Campaign Builder list? There are a few reasons why this might be the case: Things aren’t named very well. Campaigns get created but never removed. Campaigns aren’t Categorized. One of the reasons why it is hard to name campaigns accurately is that we Read More


Move Legacy Forms and Sequences to Campaign Builder

By Jason Ziegler on Tuesday, January 914, 2018

in Infusionsoft Cleanup Challenge No Comments

With the release of the Campaign Builder in 2013, the Infusionsoft landscape took a big turn for the better. This meant easier campaign construction and the ability to visualize workflows. Previously to the Infusionsoft Campaign Builder all the follow-up sequences and marketing campaigns were contained in a section that is now deemed “legacy”. Legacy sequences Read More


Infusionsoft™ Custom Fields

By Jason Ziegler on Monday, January 816, 2018

in Infusionsoft Cleanup Challenge No Comments

In my experience, most Infusionsoft™ users struggle with managing custom fields. They primarily fall into one of the following categories. Infusionsoft™ Users: underuse them or not at all. overuse and abuse them. use them and exhaust all 100 (they run out) . If you fall into the first category and don’t use them at all, Read More


Infusionsoft™ Contact List Cleanup

By Jason Ziegler on Tuesday, January 248, 2018

in Infusionsoft Cleanup Challenge No Comments

The list. “The money is in the list” That’s what “they” say. But you never hear the truth. “Deception is in the list” or “Cobwebs are in the list” Lists can be deceiving. When a marketer looks at their open rates, clicks, and sales numbers they immediately consider their funnel. They think about subject lines, Read More


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